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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,611 | $93,124-60.7% | $77,100-52.5% | $134,545-72.8% |
| Participation rate | 7.7% | 74.5%-66.8pp | 67.9%-60.2pp | 81.2%-73.5pp |
| Annual return | -27.63% | 62.68%-90.3pp | 42.35%-70.0pp | 418.37%-446.0pp |
| Employer contribution / active EE | $231 | $3,421-93.3% | $2,815-91.8% | $4,742-95.1% |
| Participant deferral / active EE | $1,154 | $5,242-78.0% | $4,430-74.0% | $6,401-82.0% |
| Admin fee / account holder | $1,842 | $6,970-73.6% | $5,443-66.2% | $11,431-83.9% |